TradX Equisearch is a sub-broker partnered with Prabhudas Lilladher to offer our clients top-notch stock broking facilities and competitive rates.
Unlisted shares offer different risk dynamics and can complement investments in listed shares, providing a good means to diversify a portfolio. They offer similar to potentially better returns compared to listed shares. At TradX Equisearch, we provide our clients with the best rates on unlisted shares with significant growth potential.
A bond or debenture is a loan that an investor makes to a corporation, government, federal agency, or other organization. The issuer of the bond (the borrower) enters into a legal agreement to pay the bondholder (investor) interest and repay the original loan amount at the bond’s maturity date. Since bonds and debentures (or non-convertible debentures, NCDs) share the same nature, they can be used interchangeably.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. Mutual funds offer several advantages over direct investing in individual securities, including economies of scale, a higher level of diversification, liquidity, and professional management. However, mutual funds also come with fees and expenses and are not completely risk-free.
Mutual Funds Pay Out in Two Ways:
Distributions: If a mutual fund contains an asset that pays dividends, the fund manager distributes these dividends to the fund owners. Distributions can also come in the form of interest and capital gains.
Capital Gains: Capital gains occur when you sell your mutual fund for more than you initially paid for it.
Types of Mutual Funds
Based on Portfolio:
1. Equity Funds: Primarily invest in shares of different companies. Profits are made when share prices rise, and losses occur when share prices fall.
2. Debt Funds: Invest in fixed-income government securities such as treasury bills and bonds, or reputable corporate deposits.
3. Balanced or Hybrid Funds: Invest in both equity and debt instruments to balance risk and maintain a specific rate of return.
Based on Market Capitalization:
1. Large Cap Funds: Invest in companies with large market capitalization. These companies are often trustworthy, reputable, and well-established.
2. Mid Cap Funds: Invest in mid-sized companies. These stocks can outperform large-cap stocks during bull markets but are more volatile.
3. Small Cap Funds: Invest in young, growing companies. These stocks have high growth potential but are more vulnerable to economic downturns and are more volatile.
An insurance policy is a contract where an individual or an organization receives financial protection and compensation for damages from the insurer. In simpler terms, an insurance policy provides protection against unexpected loss or damage.
Health insurance, also known as Mediclaim, provides compensation for medical expenses. It should be viewed as a savings plan for future medical emergencies rather than just an expense. With rising medical costs, investing in health insurance ensures that all medical expenses are covered, allowing you to focus on the care of the patient without worrying about the financial burden.
Motor insurance provides the financial back up against loss arising from destruction of, or damage to an insured motor vehicle. Along with third party coverage, we also provide own damage cover along with additional coverages for nil depreciation, loss of personal belongings, key replacement, engine and tyre cover, and return to invoice value of the car.
Life insurance provides a stipulated sum to a designated beneficiary upon the death of the insured. While the loss of a loved one is irreplaceable, life insurance ensures financial stability for the beneficiaries, covering essential needs such as your child's education, wedding, medical emergencies, rent, travel, and overall security.
Equity and FNO (Futures & Options) advisory services provide expert guidance on stock market investments and derivatives trading. Equity advisory focuses on selecting and managing a portfolio of shares to achieve long-term growth or income. FNO advisory offers strategies for trading futures and options, which are contracts based on underlying assets like stocks or indices, to manage risk or leverage returns. Both services aim to maximize profits while minimizing risks, helping clients make informed decisions in volatile markets.
The purchase and sale of unlisted shares involve trading stocks of companies not listed on public stock exchanges. These transactions typically occur through private agreements or over-the-counter (OTC) markets. Unlisted shares offer potential for high returns as they are often linked to early-stage or private companies but carry higher risk due to limited liquidity and market transparency. Investors may buy unlisted shares for long-term growth or as part of a strategic investment, while selling them may require private buyers or specialized platforms.
Portfolio Management Services (PMS) provide professional management of an individual’s or institution’s investment portfolio. These services are tailored to meet specific financial goals, risk tolerance, and investment preferences. A dedicated portfolio manager selects and manages a diversified range of assets, including equities, bonds, and other securities, with the aim of maximizing returns while minimizing risk. PMS offers personalized investment strategies, regular monitoring, and adjustments to optimize performance based on market conditions and the client’s objectives.
General insurance encompasses various types of non-life insurance policies that protect against financial losses other than those covered by life insurance. This includes insurance for assets like homes, vehicles, health, travel, and businesses, providing coverage for specific risks such as accidents, theft, natural disasters, and liability claims.
Sovereign Gold Bonds (SGBs) and Gold ETFs (Exchange-Traded Funds) are two popular ways to invest in gold without holding physical gold.
– **Sovereign Gold Bonds (SGBs)**: Issued by the government, SGBs offer a secure way to invest in gold with the added benefit of interest payments. Investors receive the current market value of gold at maturity, along with annual interest, making it a long-term investment option with tax benefits.
– **Gold ETFs**: These are traded on stock exchanges and represent gold in electronic form. Gold ETFs track the price of physical gold and offer liquidity, allowing investors to buy or sell at market prices during trading hours. They are ideal for those seeking short-term exposure to gold without owning physical gold.
Recovery of shares from the Investor Education and Protection Fund (IEPF) refers to reclaiming shares or dividends that were transferred to the IEPF due to being unclaimed for seven or more years. Shareholders or their legal heirs can apply for recovery by submitting an online claim to the IEPF Authority, along with necessary documents like identity proof, original share certificates, and bank details. The IEPF verifies the claim, and once approved, the shares and any associated dividends are returned to the rightful owner.
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